Nick Hopwood, CFP, founder of Peak Wealth Management managing 300m for small business owners and high net worth individuals for the last 25 years. Nick’s team of CFP’s have been helping their clients retire with peak confidence.
1. New clients last week with annuity disaster situation
2. The power of a brokerage account – we tend to focus on tax advantaged accounts, but I don’t want you to forget about a good old fashioned brokerage account. It could be the key to early retirement and managing taxes in retirement.
3. Vanguard Forward looking returns
4. Thinking about retirement? Need to stress test your plan with low returns
5. Fed said in their release last week they expect one rate cut between now and end of year
6. Treasuries vs Money market. Avoid the money market fee and the paying state taxes buy purchasing a treasury
in your brokerage account. NO LAZY MONEY
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